Direct Purchase
Applications
> The Jensen Portfolio Class J Shares Application 
Use this form for Regular/Taxable accounts for Individuals, Joint, Gifts to Minors, Corporation/Trust, Partnership, or other entity.
> The Jensen Portfolio Class J Shares IRA Application
Use this form for a Regular, Roth, SEP, Simple, Transfer or Rollover IRA account.
> The Jensen Portfolio Coverdell Education Savings Account Application
Use this form to open or transfer an existing Coverdell Education Savings Account (CESA).
> The Jensen Portfolio IRA or CESA Transfer Form
Use this form to transfer an existing IRA or CESA from another account into The Jensen Portfolio IRA or CESA.
> The Jensen Portfolio Automatic Investment Plan
Use this form to set up an automatic monthly debit from your bank account into The Jensen Portfolio. Please read the Prospectus for account details.
> The Jensen Portfolio IRA Disclaimer Statement & Custodial Agreement
> The Jensen Portfolio Beneficiary Change Form
To obtain a Prospectus, Annual Report or additional fund literature by mail, please call us at 1-800-992-4144.
The Prospectus contains information about The Jensen Portfolio, including risks, fees, & expenses. Please read it carefully before you invest or send money.
Please note that The Jensen Portfolio referred to on this website is offered and sold only to United States residents, and the information on this website is intended only for such people. The Jensen Portfolio is not offered for sale in countries other than the United States and its territories. This website should not be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.
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